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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
Boardman Bay Capital Management
4026
Boardman Bay Capital Management
New York
$99.1M -$19.1M -16% 5.74% 145% 81 64.2% 0.5
Pring Turner Capital Group
4027
Pring Turner Capital Group
California
$98.6M +$9.4M +11% 1.66% 70.8% 42 9.52% 1.9
BigSur Wealth Management
4028
BigSur Wealth Management
Florida
$98.6M +$6.15M +7% 2.54% 94.8% 90 7.78% 0.4
Madrona Financial Services
4029
Madrona Financial Services
Washington
$98.6M +$5.14M +5% 2.37% 85.1% 37 16.22% 1.7
AllSquare Wealth Management
4030
AllSquare Wealth Management
New York
$98.3M -$15.7M -14% 2.11% 62.4% 388 55.41% 1.7
WEO
4031
William E. Oberndorf
$98.1M +$8.67M +10% 17.1% 36.2% 6 16.67% 1.4
Engine Capital Management
4032
Engine Capital Management
New York
$98.1M -$8.68M -8% 5.6% 21.1% 52 59.62% 0.6
AM
4033
Account Management
Massachusetts
$98M +$2.66M +3% 5.84% 87.4% 22 9.09% 2.8
Drexel Morgan & Co
4034
Drexel Morgan & Co
Pennsylvania
$97.5M +$7.1M +8% 2.95% 50.1% 95 16.84% 2.9
FFL Partners
4035
FFL Partners
California
$97.1M +$8.01M +9% 8.99% 36.1% 1 0% 0.5
Oppenheimer & Close
4036
Oppenheimer & Close
New York
$97M -$12M -11% 5.62% 149% 41 14.63% 2.8
JC
4037
JCSD Capital
California
$96.8M +$3.03M +3% 0.72% – 30 16.67% 1.6
OCM
4038
Oskie Capital Management
New York
$96.7M +$25.5M +36% 3.5% 69.3% 32 21.88% 0.8
Cloverdale Capital Management
4039
Cloverdale Capital Management
Texas
$96.6M -$68.9M -42% 6.88% 20.8% 23 73.91% 0.2
IP
4040
Ironsides Partners
Massachusetts
$96.4M -$13.3M -12% 6.09% – 23 47.83% 0.3
Smith Shellnut Wilson
4041
Smith Shellnut Wilson
Mississippi
$96.3M -$12.1M -11% 2.83% 98.6% 134 15.67% 0.4
Point72 Hong Kong
4042
Point72 Hong Kong
Hong Kong
$96.2M +$19.7M +26% 9.55% 396% 1,190 71.76% 0.2
Patriot Financial Group Insurance Agency
4043
Patriot Financial Group Insurance Agency
Massachusetts
$96M +$1.1M +1% 1.77% 97.3% 967 20.99% 0.4
Old Dominion Capital Management
4044
Old Dominion Capital Management
Virginia
$95.7M +$4.95M +5% 1.98% 45.9% 61 21.31% 2
National Investment Services
4045
National Investment Services
Wisconsin
$95.3M -$4.7M -5% 1.44% 47.2% 66 21.21% 1.3
Brandywine Trust
4046
Brandywine Trust
Delaware
$95.1M -$52.4M -36% 0.25% 32.7% 23 0% 3.4
Venator Capital Management
4047
Venator Capital Management
Ontario, Canada
$94.6M -$7.42M -7% 6.9% 154% 42 61.9% 0.4
T
4048
Tahithromos
New York
$94.3M +$14.9M +19% 4.53% 16.4% 21 42.86% 0.6
GCM
4049
Goldman Capital Management
New York
$94.2M -$10M -10% 0.12% 24.8% 30 6.67% 2.9
Signia Capital Management
4050
Signia Capital Management
Washington
$94.2M -$5.77M -6% 0.76% 27% 35 20% 1.7